Laurel Wealth Advisors (North Carolina)’s Caterpillar CAT Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.14M	Sell	1,070 -47	-4%	-$41.3K	0.11%	109
2026 Q1	$1M	Hold	1,117	–	–	0.1%	115
2025 Q4	$640K	Hold	1,117	–	–	0.08%	127
2025 Q3	$533K	Hold	1,117	–	–	0.07%	134
2025 Q2	$434K	Sell	1,117 -65	-5%	-$21.7K	0.06%	141
2025 Q1	$390K	Hold	1,182	–	–	0.06%	138
2024 Q4	$429K	Sell	1,182 -50	-4%	-$19.4K	0.07%	131
2024 Q3	$482K	Buy	1,232 +181	+17%	+$62.5K	0.08%	126
2024 Q2	$350K	Hold	1,051	–	–	0.06%	138
2024 Q1	$385K	Sell	1,051 -350	-25%	-$112K	0.07%	134
2023 Q4	$414K	Hold	1,401	–	–	0.08%	125
2023 Q3	$382K	Sell	1,401 -36	-3%	-$9.77K	0.08%	127
2023 Q2	$354K	Hold	1,437	–	–	0.07%	131
2023 Q1	$329K	Buy	1,437 +867	+152%	+$210K	0.07%	136
2022 Q4	$137K	Hold	570	–	–	0.03%	182
2022 Q3	$94K	Hold	570	–	–	0.02%	204
2022 Q2	$102K	Hold	570	–	–	0.02%	202
2022 Q1	$127K	Hold	570	–	–	0.03%	200
2021 Q4	$118K	Hold	570	–	–	0.02%	206
2021 Q3	$109K	Hold	570	–	–	0.02%	207
2021 Q2	$124K	Hold	570	–	–	0.03%	199
2021 Q1	$132K	Hold	570	–	–	0.03%	184
2020 Q4	$104K	Buy	570 +30	+6%	+$5.09K	0.03%	192
2020 Q3	$81K	Hold	540	–	–	0.02%	199
2020 Q2	$68K	Hold	540	–	–	0.02%	209
2020 Q1	$63K	Hold	540	–	–	0.02%	201
2019 Q4	$80K	Hold	540	–	–	0.03%	205
2019 Q3	$68K	Hold	540	–	–	0.02%	217
2019 Q2	$74K	Hold	540	–	–	0.03%	204
2019 Q1	$73K	Hold	540	–	–	0.03%	201
2018 Q4	$69K	Buy	+540	New	+$70.3K	0.03%	191

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s CAT Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) reduced its Caterpillar (CAT) stake by 4.2% in Q2 2026, selling an estimated $41.3K and leaving 1,070 shares worth $1.14M. The position accounts for 0.11% of the portfolio, ranked #109.

Laurel Wealth Advisors (North Carolina) first reported a position in CAT in Q4 2018 and has held it in 31 quarters since. 819 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 1,070 shares of Caterpillar worth $1.14M as of Q2 2026.
Laurel Wealth Advisors (North Carolina) sold 47 Caterpillar shares in Q2 2026, an estimated $41.3K.
Caterpillar made up 0.11% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #109 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in Caterpillar in Q4 2018 and has held it in 31 quarters since.
819 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.